NcinoNCNO
13F holders, Q4 2025 (December 31)296holders −3
58new positions
63sold out
8famous investors
$25.64avg. 13F price*
At the end of Q4 2025, 296 institutions reported holding Ncino Inc. (NCNO) in their 13F filings, down 3 from Q3 2025. 58 opened new positions and 63 sold out. The largest holders were Vanguard Group Inc. ($304.0M), HMI Capital Management, L.P. ($173.7M) and Kayne Anderson Rudnick Investment Management LLC ($151.3M). 8 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Ncino Inc.
- CUSIP
- 63947X101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $117.9M |
| Exits | 63 | $221.8M |
All 13F filers, Q3 2025 → Q4 2025: 19,019,328 shares bought and 24,033,246 shares sold, net −5,013,918 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 296 holders
| Vanguard Group Inc. | 0.00% | Reduce -0.6% | 11,857,473 | $304.0M |
| HMI Capital Management, L.P. | 14.26% | No change | 6,775,973 | $173.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.41% | Reduce -15.9% | 5,900,991 | $151.3M |
| Capital International Investors | 0.02% | Reduce -0.0% | 5,854,698 | $150.1M |
| BlackRock, Inc. | 0.00% | Add +0.6% | 5,317,184 | $136.3M |
| Senvest Management, LLC | 3.24% | Add +68.6% | 4,078,276 | $104.6M |
| Long Path Partners LP | 32.15% | Add +8.9% | 3,666,222 | $94.0M |
| Tremblant Capital Group | 2.31% | Add +434.4% | 3,533,706 | $90.6M |
| Spyglass Capital Management LLC | 3.73% | Add +35.4% | 2,909,880 | $74.6M |
| Conestoga Capital Advisors, LLC | 1.23% | Add +25.8% | 2,861,024 | $73.4M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -4.5% | 2,345,465 | $60.1M |
| Millennium Management | 0.04% | Add +262.8% | 2,341,532 | $60.0M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Reduce -50.5% | 2,307,260 | $59.2M |
| T. Rowe Price Associates Inc. | 0.01% | Add +39.0% | 2,236,694 | $57.4M |
| FMR LLC | 0.00% | Reduce -18.4% | 2,133,200 | $54.7M |
| Clearbridge Investments, LLC | 0.04% | Reduce -1.1% | 2,127,585 | $54.6M |
| Baron Capital (BAMCO) | 0.15% | Add +2.4% | 2,102,737 | $53.9M |
| American Capital Management Inc. | 2.29% | Reduce -0.6% | 2,027,809 | $52.0M |
| Wasatch Advisors LP | 0.30% | Reduce -60.2% | 1,973,671 | $50.6M |
| State Street Corp. | 0.00% | Add +2.3% | 1,969,064 | $50.5M |
| Geode Capital Management, LLC | 0.00% | Add +0.3% | 1,913,092 | $49.1M |
| Brown Brothers Harriman & Co. | 0.25% | No change | 1,793,139 | $46.0M |
| Lead Edge Capital Management, LLC | 11.10% | Add +5.2% | 1,687,480 | $43.3M |
| Owls Nest Partners IA, LLC | 11.26% | Add +18.9% | 1,585,623 | $40.7M |
| Fred Alger Management, LLC | 0.15% | Add +49.3% | 1,486,337 | $38.1M |
| Wellington Management Group LLP | 0.01% | Add +2.9% | 1,402,586 | $36.0M |
| Franklin Resources Inc. | 0.01% | Add +18.5% | 1,360,144 | $34.9M |
| Ophir Asset Management Pty Ltd | 3.81% | New | 1,325,484 | $34.0M |
| Marshall Wace, LLP | 0.03% | Add +5.3% | 1,233,895 | $31.6M |
| Hood River Capital Management LLC | 0.34% | Add +1.1% | 1,226,726 | $31.5M |
| JPMorgan Chase & Co. | 0.00% | Add +10.7% | 1,158,744 | $29.7M |
| Morgan Stanley | 0.00% | Reduce -1.8% | 1,142,457 | $29.3M |
| Shannon River Fund Management LLC | 4.57% | Reduce -28.1% | 1,135,922 | $29.1M |
| Ranger Investment Management, L.P. | 1.99% | Reduce -2.1% | 1,132,864 | $29.0M |
| Bank of America Corp. | 0.00% | Reduce -55.7% | 1,114,331 | $28.6M |
| Tensile Capital Management LP | 3.60% | Add +20.4% | 1,085,142 | $27.8M |
| Algebris (uk) Ltd. | 2.13% | Add +266.2% | 1,032,782 | $26.5M |
| Kinetic Partners Management, LP | 1.18% | Add +35.8% | 949,000 | $24.3M |
| Point72 Asset Management | 0.04% | Reduce -22.4% | 922,829 | $23.7M |
| UBS Group AG | 0.00% | Reduce -19.8% | 902,367 | $23.1M |
| Freestone Grove Partners LP | 0.15% | Add +158.9% | 807,343 | $20.7M |
| Janus Henderson Group PLC | 0.01% | Reduce -4.3% | 778,848 | $20.0M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -3.1% | 746,438 | $19.1M |
| Brown Capital Management LLC | 1.56% | Reduce -56.1% | 739,559 | $19.0M |
| Wolf Hill Capital Management, LP | 2.00% | New | 671,156 | $17.2M |
| Raymond James Financial Inc. | 0.01% | Add +187.3% | 632,771 | $16.2M |
| Hawk Ridge Capital Management LP | 0.73% | New | 617,800 | $15.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -8.5% | 592,684 | $15.2M |
| Jane Street Group, LLC | 0.02% | Add +19.9% | 583,625 | $15.0M |
| MetLife Investment Management, LLC | 0.07% | Add +22760.9% | 568,321 | $14.6M |
| Kennedy Capital Management LLC | 0.31% | Add +9.7% | 562,570 | $14.4M |
| ExodusPoint Capital Management, LP | 0.16% | Reduce -17.4% | 558,060 | $14.3M |
| Northern Trust Corp. | 0.00% | Reduce -5.4% | 555,343 | $14.2M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -74.5% | 511,226 | $13.1M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -8.7% | 489,652 | $12.6M |
| Voloridge Investment Management, LLC | 0.04% | Add +92.5% | 474,970 | $12.2M |
| Palisade Capital Management, LP | 0.40% | Add +18.2% | 473,867 | $12.1M |
| Wells Fargo & Company | 0.00% | Reduce -18.0% | 446,599 | $11.5M |
| Bank of New York Mellon Corp | 0.00% | Add +11.6% | 437,422 | $11.2M |
| Sei Investments Co. | 0.01% | Reduce -28.4% | 437,242 | $11.2M |
| Ashford Capital Management Inc. | 1.16% | Reduce -1.7% | 406,307 | $10.4M |
| Norges Bank | 0.00% | — | 402,237 | $10.3M |
| Rockefeller Capital Management L.P. | 0.02% | Add +66.4% | 383,812 | $9.8M |
| Man Group plc | 0.02% | New | 366,209 | $9.4M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -14.6% | 350,000 | $9.0M |
| Nuveen, LLC | 0.00% | Add +12.5% | 346,397 | $8.9M |
| Peregrine Capital Management LLC | 0.27% | Add +16.6% | 343,051 | $8.8M |
| Comerica Bank | 0.03% | Add +49.2% | 337,231 | $8.6M |
| Gotham Asset Management | 0.03% | Reduce -30.1% | 331,674 | $8.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +15.5% | 325,128 | $8.3M |
| Cypress Point Investment Management LP | 1.78% | — | 322,137 | $8.3M |
| Citadel Advisors | 0.01% | Add +5.7% | 312,211 | $8.0M |
| Cramer Rosenthal McGlynn LLC | 0.51% | Reduce -18.3% | 306,706 | $7.9M |
| Nicholas Company, Inc. | 0.13% | Add +9.6% | 279,118 | $7.2M |
| Ararat Capital Management LP | 3.14% | Reduce -31.1% | 248,900 | $6.4M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +80.8% | 248,240 | $6.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -28.0% | 234,062 | $6.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.5% | 224,817 | $5.8M |
| New York State Common Retirement Fund | 0.01% | Add +23.6% | 208,180 | $5.3M |
| Swiss National Bank | 0.00% | Add +1.6% | 205,500 | $5.3M |
| Castleark Management LLC | 0.15% | Add +2.0% | 205,200 | $5.3M |
| Roubaix Capital, LLC | 2.18% | New | 199,020 | $5.1M |
| State of Wisconsin Investment Board | 0.01% | Add +314.0% | 185,799 | $4.8M |
| Bullseye Asset Management LLC | 2.42% | Add +2.9% | 175,147 | $4.5M |
| Invesco Ltd. | 0.00% | Add +13.6% | 168,339 | $4.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -9.6% | 164,756 | $4.2M |
| California Public Employees Retirement System | 0.00% | Add +0.5% | 157,080 | $4.0M |
| HSBC Holdings PLC | 0.00% | New | 154,173 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -90.5% | 155,039 | $4.0M |
| Magnetar Financial LLC | 0.04% | Add +157.9% | 145,457 | $3.7M |
| Royce & Associates LP | 0.04% | New | 143,548 | $3.7M |
| Royal Bank of Canada | 0.00% | Reduce -45.5% | 135,460 | $3.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +46.3% | 126,930 | $3.3M |
| Credit Agricole S A | 0.01% | New | 120,000 | $3.1M |
| Campbell & CO Investment Adviser LLC | 0.15% | Add +130.6% | 118,845 | $3.0M |
| Sit Investment Associates Inc. | 0.06% | Reduce -3.4% | 118,460 | $3.0M |
| Squarepoint Ops LLC | 0.01% | New | 115,000 | $2.9M |
| Tudor Investment Corporation | 0.02% | New | 106,247 | $2.7M |
| Quantinno Capital Management LP | 0.01% | Add +54.4% | 99,958 | $2.6M |
| Legal & General Group Plc | 0.00% | Reduce -9.5% | 99,519 | $2.6M |
| California State Teachers Retirement System | 0.00% | Reduce -0.1% | 98,275 | $2.5M |
| AQR Capital Management | 0.00% | New | 96,217 | $2.5M |
| CM Wealth Advisors LLC | 0.55% | Add +759.6% | 94,349 | $2.4M |
| Nomura Asset Management International Inc. | 0.00% | — | 93,449 | $2.4M |
| Captrust Financial Advisors | 0.00% | Add +47.3% | 92,415 | $2.4M |
| Rhumbline Advisers | 0.00% | Reduce -1.0% | 91,539 | $2.3M |
| Barclays PLC | 0.00% | Reduce -77.5% | 88,419 | $2.3M |
| Susquehanna Fundamental Investments, LLC | 0.08% | New | 87,844 | $2.3M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -33.7% | 87,823 | $2.3M |
| State of Wyoming | 0.25% | Add +31.3% | 87,650 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +14.4% | 87,535 | $2.2M |
| Moody Aldrich Partners LLC | 0.40% | Reduce -8.1% | 83,969 | $2.2M |
| Bridgewater Associates | 0.01% | Reduce -8.9% | 83,060 | $2.1M |
| XTX Topco Ltd | 0.06% | Add +68.1% | 82,508 | $2.1M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -11.5% | 79,715 | $2.0M |
| Advisors Capital Management, LLC | 0.02% | Add +3.1% | 79,298 | $2.0M |
| Summit Trail Advisors, LLC | 0.03% | Reduce -40.1% | 77,811 | $2.0M |
| Trust Co of the South | 0.32% | Reduce -41.0% | 77,722 | $2.0M |
| M&T Bank Corp | 0.01% | Reduce -22.7% | 76,584 | $2.0M |
| Gagnon Securities LLC | 0.39% | Add +92.1% | 73,494 | $1.9M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 70,727 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -3.9% | 66,271 | $1.7M |
| Advisory Research Inc. | 0.21% | Reduce -21.2% | 65,965 | $1.7M |
| Aquatic Capital Management LLC | 0.05% | New | 65,648 | $1.7M |
| NewEdge Wealth, LLC | 0.02% | New | 64,407 | $1.7M |
| PEAK6 LLC | 0.04% | New | 62,304 | $1.6M |
| HRT Financial LP | 0.00% | New | 60,755 | $1.6M |
| Lisanti Capital Growth, LLC | 0.35% | Add +48.8% | 57,590 | $1.5M |
| SG Americas Securities, LLC | 0.00% | Add +170.5% | 51,368 | $1.3M |
| Verition Fund Management LLC | 0.01% | Reduce -62.3% | 47,592 | $1.2M |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -49.1% | 45,277 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -2.9% | 45,174 | $1.2M |
| Treasurer of the State of North Carolina | 0.00% | Reduce -6.8% | 44,668 | $1.1M |
| Malaga Cove Capital, LLC | 0.39% | Reduce -5.6% | 43,855 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -25.4% | 43,498 | $1.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -67.0% | 42,357 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.0% | 40,038 | $1.0M |
| Citigroup Inc. | 0.00% | Add +38.7% | 38,017 | $975K |
| Motley Fool Asset Management LLC | 0.04% | New | 37,595 | $964K |
| Pacific Capital Partners Ltd | 1.02% | New | 37,500 | $962K |
| LPL Financial LLC | 0.00% | Add +3.9% | 37,254 | $955K |
| TD Asset Management Inc | 0.00% | Reduce -40.7% | 36,714 | $941K |
| First Trust Advisors LP | 0.00% | Add +37.7% | 36,387 | $933K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -74.0% | 35,514 | $911K |
| Natixis Advisors, LLC | 0.00% | Add +8.0% | 35,182 | $902K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +9.5% | 32,730 | $839K |
| WINTON GROUP Ltd | 0.03% | New | 32,170 | $825K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Reduce -17.6% | 31,868 | $817K |
| Lecap Asset Management Ltd. | 0.32% | Add +2.3% | 31,163 | $799K |
| Glenmede Trust Co. NA | 0.00% | — | 30,063 | $771K |
| Neo Ivy Capital Management | 0.12% | New | 29,415 | $754K |
| Arizona State Retirement System | 0.00% | Reduce -5.5% | 29,180 | $748K |
| Opal Capital LLC | 0.18% | — | 40,000 | $732K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -61.8% | 28,471 | $730K |
| US Bancorp \de | 0.00% | Reduce -11.9% | 28,221 | $724K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -31.1% | 27,405 | $703K |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.4% | 27,359 | $701K |
| Cetera Investment Advisers | 0.00% | Add +25.9% | 26,242 | $673K |
| Pathstone Holdings, LLC | 0.00% | Reduce -32.1% | 25,938 | $665K |
| Holocene Advisors, LP | 0.00% | Reduce -35.6% | 25,533 | $655K |
| Kornitzer Capital Management Inc. | 0.01% | Reduce -7.2% | 24,828 | $637K |
| Callan Family Office, LLC | 0.01% | Add +225.9% | 24,084 | $618K |
| Dynamic Technology Lab Private Ltd | 0.14% | Reduce -14.4% | 24,080 | $617K |
| Truist Financial Corp. | 0.00% | Add +25.5% | 22,706 | $582K |
| Handelsbanken Fonder AB | 0.00% | No change | 22,700 | $582K |
| KLP Kapitalforvaltning As | 0.00% | Add +1.8% | 22,300 | $572K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.5% | 22,103 | $567K |
| Gibbs Wealth Management | 0.13% | Reduce -31.0% | 21,732 | $556K |
| CenterBook Partners LP | 0.03% | New | 21,401 | $549K |
| Creative Planning | 0.00% | Add +4.1% | 21,050 | $540K |
| Chicago Capital, LLC | 0.01% | Add +132.8% | 20,820 | $534K |
| Themes Management Co LLC | 0.42% | — | 20,512 | $526K |
| Portside Wealth Group, LLC | 0.07% | Reduce -37.7% | 20,391 | $523K |
| Canada Pension Plan Investment Board | 0.00% | New | 20,300 | $520K |
| Sender Co & Partners, Inc. | 0.30% | Add +17.0% | 20,202 | $518K |
| Neuberger Berman Group LLC | 0.00% | Reduce -65.6% | 19,884 | $510K |
| Graham Capital Management, L.P. | 0.02% | Add +5.8% | 19,474 | $499K |
| Sepio Capital, LP | 0.03% | No change | 18,135 | $465K |
| Diversify Wealth Management, LLC | 0.02% | Add +66.5% | 18,480 | $464K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -6.0% | 17,342 | $445K |
| Kings Path Partners LLC | 0.15% | No change | 17,215 | $441K |
| Atria Investments, Inc | 0.00% | Reduce -23.8% | 16,709 | $428K |
| Entropy Technologies, LP | 0.02% | New | 16,465 | $422K |
| Index Fund Advisors, Inc. | 0.02% | Reduce -0.0% | 15,595 | $400K |
| &partners | 0.00% | Reduce -36.0% | 15,157 | $389K |
| Smith Group Asset Management, LLC | 0.02% | New | 14,971 | $384K |
| Pictet Asset Management Holding SA | 0.00% | Add +15.3% | 14,380 | $369K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.2% | 14,304 | $367K |
| Gsa Capital Partners LLP | 0.03% | New | 13,659 | $350K |
| AlphaQuest LLC | 0.02% | Add +843.5% | 13,049 | $335K |
| Angeles Wealth Management, LLC | 0.02% | Add +20.5% | 12,920 | $331K |
| Victory Capital Management Inc. | 0.00% | Add +2.7% | 12,632 | $324K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +12.3% | 11,960 | $307K |
| Bridgefront Capital, LLC | 0.08% | New | 11,741 | $301K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -26.7% | 11,713 | $300K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.3% | 11,428 | $293K |
| Norden Group LLC | 0.03% | Reduce -62.8% | 11,007 | $282K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -2.0% | 10,816 | $277K |
| Sciencast Management LP | 0.03% | New | 9,676 | $248K |
| Caxton Associates LLP | 0.00% | New | 9,567 | $245K |
| Mirabella Financial Services LLP | 0.02% | New | 9,273 | $238K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -67.4% | 9,076 | $233K |
| Shay Capital LLC | 0.04% | New | 9,000 | $231K |
| Rafferty Asset Management, LLC | 0.00% | New | 8,982 | $230K |
| Bragg Financial Advisors, Inc | 0.01% | New | 8,785 | $225K |
| Aigen Investment Management, LP | 0.05% | Add +2.0% | 8,708 | $223K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 9,014 | $221K |
| Vontobel Holding Ltd. | 0.00% | New | 8,486 | $218K |
| Voya Investment Management LLC | 0.00% | Reduce -10.7% | 8,232 | $211K |
| Marex Group Ltd | 0.00% | New | 8,100 | $208K |
| Brevan Howard Capital Management LP | 0.00% | New | 8,044 | $206K |
| Alpine Global Management, LLC | 0.05% | New | 8,018 | $206K |
| Signaturefd, LLC | 0.00% | No change | 7,611 | $195K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,503 | $192K |
| Bayforest Capital Ltd | 0.13% | New | 6,731 | $173K |
| Natixis | 0.00% | Reduce -21.2% | 6,513 | $167K |
| Deutsche Bank AG | 0.00% | No change | 6,175 | $158K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -16.0% | 5,981 | $153K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +14.7% | 5,958 | $153K |
| Amalgamated Bank | 0.00% | Add +11.5% | 5,676 | $146K |
| Sterling Capital Management LLC | 0.00% | Reduce -2.8% | 5,528 | $142K |
| Acadian Asset Management LLC | 0.00% | Reduce -79.7% | 4,119 | $105K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -23.7% | 3,254 | $85K |
| FNY Investment Advisers, LLC | 0.02% | Add +18.2% | 3,228 | $82K |
| Parallel Advisors, LLC | 0.00% | Reduce -24.5% | 3,126 | $80K |
| KBC Group NV | 0.00% | No change | 2,930 | $75K |
| Hilltop National Bank | 0.02% | Add +79.2% | 2,673 | $69K |
| STRS Ohio | 0.00% | Add +0.2% | 2,554 | $65K |
| Jones Financial Companies LLLP | 0.00% | Add +96.8% | 2,429 | $62K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -26.4% | 2,215 | $57K |
| Osaic Holdings, Inc. | 0.00% | Reduce -27.7% | 2,145 | $55K |
| Farther Finance Advisors, LLC | 0.00% | Add +76.2% | 1,670 | $43K |
| Los Angeles Capital Management LLC | 0.00% | New | 1,436 | $38K |
| Cwm, LLC | 0.00% | Add +255.8% | 1,142 | $29K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -1.0% | 1,122 | $29K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -17.4% | 1,000 | $26K |
| GAMMA Investing LLC | 0.00% | Add +104.5% | 820 | $21K |
| Kestra Advisory Services, LLC | 0.00% | New | 793 | $20K |
| Fifth Third Bancorp | 0.00% | Reduce -58.8% | 790 | $20K |
| Arax Advisory Partners | 0.00% | New | 686 | $18K |
| Banque Cantonale Vaudoise | 0.00% | No change | 528 | $14K |
| First Horizon Corp. | 0.00% | Reduce -13.6% | 542 | $14K |
| Quarry LP | 0.00% | Reduce -69.1% | 526 | $13K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +20.2% | 422 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Add +34.7% | 334 | $9K |
| Wolff Wiese Magana LLC | 0.00% | No change | 286 | $7K |
| Financial Network Wealth Advisors LLC | 0.01% | Reduce -29.9% | 276 | $7K |
| Covestor Ltd | 0.00% | Add +0.7% | 280 | $7K |
| Clearstead Advisors, LLC | 0.00% | New | 182 | $5K |
| Private Trust Co. NA | 0.00% | Reduce -51.3% | 175 | $4K |
| Bellevue Asset Management, LLC | 0.00% | Add +38.5% | 144 | $4K |
| Global Retirement Partners, LLC | 0.00% | Add +140.3% | 137 | $4K |
| WPG Advisers, LLC | 0.00% | Reduce -34.3% | 136 | $3K |
| SageView Advisory Group, LLC | 0.00% | New | 125 | $3K |
| Tucker Asset Management LLC | 0.00% | New | 116 | $3K |
| Root Financial Partners, LLC | 0.00% | Reduce -28.6% | 110 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 100 | $3K |
| CrossGen Wealth, LLC | 0.00% | — | 80 | $2K |
| Torren Management, LLC | 0.00% | — | 79 | $2K |
| Fortitude Family Office, LLC | 0.00% | Reduce -3.7% | 78 | $2K |
| Allworth Financial LP | 0.00% | Reduce -62.0% | 65 | $2K |
| Bare Financial Services, Inc | 0.00% | Add +195.2% | 62 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +588.9% | 62 | $2K |
| Quent Capital, LLC | 0.00% | Reduce -24.0% | 57 | $1K |
| Blue Trust, Inc. | 0.00% | No change | 45 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 43 | $1K |
| Essential Partners LLC | 0.00% | New | 40 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 39 | $1K |
| Rachor Investment Advisory Services, LLC | 0.00% | — | 34 | $872 |
| MAI Capital Management | 0.00% | Reduce -49.1% | 30 | $770 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 29 | $744 |
| JFS Wealth Advisors, LLC | 0.00% | Add +33.3% | 28 | $718 |
| IFP Advisors, Inc | 0.00% | New | 25 | $641 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 23 | $590 |
| International Assets Investment Management, LLC | 0.00% | New | 23 | $590 |
| UMB Bank, n.a. | 0.00% | Add +120.0% | 22 | $564 |
| Optima Capital LLC | 0.00% | New | 20 | $513 |
| Whipplewood Advisors, LLC | 0.00% | New | 13 | $333 |
| Nisa Investment Advisors, LLC | 0.00% | New | 13 | $333 |
| Sound Income Strategies, LLC | 0.00% | No change | 12 | $291 |
| Larson Financial Group LLC | 0.00% | New | 11 | $282 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -99.6% | 9 | $234 |
| MV Capital Management, Inc. | 0.00% | Add +28.6% | 9 | $231 |
| United Financial Planning Group LLC | 0.00% | New | 8 | $205 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 8 | $205 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -22.2% | 7 | $180 |
| Assetmark, Inc. | 0.00% | Reduce -68.8% | 5 | $128 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +25.0% | 5 | $128 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -25.0% | 3 | $77 |
| Cornerstone Planning Group LLC | 0.00% | New | 3 | $70 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $61 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -66.7% | 2 | $52 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -66.7% | 2 | $52 |
| Rothschild Investment LLC | 0.00% | New | 2 | $51 |
| Federated Hermes, Inc. | 0.00% | New | 2 | $51 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 1 | $26 |
"% of holder's portfolio" is NCNO's weight in each manager's 13F, not the share of Ncino Inc. the manager owns.